Method Community

My client is having issues with the method outlook plugin. When trying to add SOME emails to method using the plug-in they get the error '<', hexadecimal value 0x3C, is an invalid attribute character. Line , position 70. This does not happen to every email only some emails, with certain contacts in method. We have ...

Instead of removing the fields from the Grid, go to Advanced options on Step 2 of 9 for those fields and check Hidden when screen first loads? That should hide the fields on screen.  Try that and let me know if that works for you. - Mortaza

After looking at that thread and a few others, I am still confused as to what the best practice is to hide these fields. In this thread https://www.method.me/cs/forums/t/7040.aspx  the guy says to remove them from the grid. But you and others have said removing them will change the amounts. What should I do so it can be hidden from ...

Hey, It will affect what the Amount for your LineItems will be. The Amount column is a calculated field that uses those columns to display the final amount. Please take a look at THIS thread for more information. - Mortaza

Let's say I have a grid that is a customer order form (using the Method Customer Portal) When someone selects a quantity of a certain item to order, I already have a series of actions linked to "Lose Focus" that adds that number of items to a grid. However, let's say I wanted to add actions where if the quantity typed in exceeds ...

I noticed that once my sales people save a estimate or sales order it shows Cost, %, Markup, Markup %. If I go into the customization of the screen and remove these columns, will it just not show them or will it affect my items/data?

Have new LastName-sorted screen created. However, when I go to manage apps>contacts>configure and attempt to change the "starting screen" to my newly-created screen I get this error: You are not the Author of this App! This Shared Application: Contacts cannot be modified by Users that have not published it. Contact the ...

Hey, If you wanted to change which screens the Tablinks open, headover to Customize > Tabs > Contacts Portal > Edit Tab Links In there you can change the 'Opens Screen' to the customized one you have created.  If you follow these steps and still need assistance, please give us a call on the Method support line at ...

Hi Mortaza, I may be being a bit slow here,  I made a copy of the two screens I want to change, one of which is the ContactsPortal_Home page (my version is ContactsPortal_Home(2)), then edited the copies. I tried to create a new portal that points to my new portal hompage so that I can get the URL as you suggest, but I cannot see any ...

Hi, If your Customers access the Portal link from your website you can update the link you have currently to the one that is given to by navigating to: Customize -> Portals -> Get sign-in page web address... (on the new Portal you created) Copy the URL that is provided.  Or if they come from an Email that is ...